CRM Tools and Resource
Training Modules
CRM Advance: Navigation
CRM Advance: Views
CRM Advance: Prospect Overview
CRM Advance: Entering an Activity
CRM Advance: Entering a Proposal
CRM Advance: Proposal Pipeline Report
CRM Advance: Advanced Find
CRM Advance: Donors to a Designation
CRM Advance: Geo-region
March 2022 — Prospect Management and Research: Activity Reports Update
Audience
- CRM Users entering Activity Reports
- Development Officers receiving credit for Activity Reports
What Needed Changing?
- A two-step process was previously required (1. Enter Activity report and Save 2. Add Activity Participation)
The change
- Step 1 is the same (fill out the required fields). The previous 2nd step is now automatically added. The “owner” (upper right corner) is automatically added to the “Activity Participation” box upon saving via the 1st step.
